Civic Intelligence

Campbell Financial Services

Plan context: Campbell Financial Services 401(K) Plan

EIN 06-1345018 • West Haven, CT • 15 filings • 2 plans

85 Honey Pot RoadWest Haven, CT 06516
Current Snapshot

Latest Year

2017

2017 Participants

6

2017 Assets

$9,785

2017 Contributions

$10,909

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$462,577$231,289$0200420122016YearValue
$9,785Latest year 2016

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

19100200020102016YearValue
6Latest year 2016

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201710$0$0-
Campbell Financial Services 401(K) Plan-0$0--
201616$9,785$0-
Campbell Financial Services 401(K) Plan-6$9,785--
2015110$39,875$0-
Campbell Financial Services 401(K) Plan-10$39,875--
2014110$89,304$0-
Campbell Financial Services 401(K) Plan-10$89,304--
2013110$88,866$0-
Campbell Financial Services 401(K) Plan-10$88,866--
2012111$171,855$10,909$992iApproximate average salary by contribution assumption: employee only about $24,793 at 4% or $16,529 at 6%; with 50% employer match about $16,529 at 4% or $11,019 at 6%; with 100% employer match about $12,397 at 4% or $8,264 at 6%.
Campbell Financial Services 401(K) Plan-11$171,855$10,909$992iApproximate average salary by contribution assumption: employee only about $24,793 at 4% or $16,529 at 6%; with 50% employer match about $16,529 at 4% or $11,019 at 6%; with 100% employer match about $12,397 at 4% or $8,264 at 6%.
2011111$225,100$0-
Campbell Financial Services 401(K) Plan-11$225,100--
2010111$216,479$23,950$2,177iApproximate average salary by contribution assumption: employee only about $54,432 at 4% or $36,288 at 6%; with 50% employer match about $36,288 at 4% or $24,192 at 6%; with 100% employer match about $27,216 at 4% or $18,144 at 6%.
Campbell Financial Services 401(K) Plan-11$216,479$23,950$2,177iApproximate average salary by contribution assumption: employee only about $54,432 at 4% or $36,288 at 6%; with 50% employer match about $36,288 at 4% or $24,192 at 6%; with 100% employer match about $27,216 at 4% or $18,144 at 6%.
2009111$171,855$10,909$992iApproximate average salary by contribution assumption: employee only about $24,793 at 4% or $16,529 at 6%; with 50% employer match about $16,529 at 4% or $11,019 at 6%; with 100% employer match about $12,397 at 4% or $8,264 at 6%.
Campbell Financial Services 401(K) Plan-11$171,855$10,909$992iApproximate average salary by contribution assumption: employee only about $24,793 at 4% or $16,529 at 6%; with 50% employer match about $16,529 at 4% or $11,019 at 6%; with 100% employer match about $12,397 at 4% or $8,264 at 6%.
2006110$0$0-
Campbell Financial Services 401(K) Plan-10---
2005110$462,577$70,752$7,075iApproximate average salary by contribution assumption: employee only about $176,880 at 4% or $117,920 at 6%; with 50% employer match about $117,920 at 4% or $78,613 at 6%; with 100% employer match about $88,440 at 4% or $58,960 at 6%.
Campbell Financial Services 401(K) Plan-10$462,577$70,752$7,075iApproximate average salary by contribution assumption: employee only about $176,880 at 4% or $117,920 at 6%; with 50% employer match about $117,920 at 4% or $78,613 at 6%; with 100% employer match about $88,440 at 4% or $58,960 at 6%.
2004111$420,462$32,081$2,916iApproximate average salary by contribution assumption: employee only about $72,911 at 4% or $48,608 at 6%; with 50% employer match about $48,608 at 4% or $32,405 at 6%; with 100% employer match about $36,456 at 4% or $24,304 at 6%.
Campbell Financial Services 401(K) Plan-11$420,462$32,081$2,916iApproximate average salary by contribution assumption: employee only about $72,911 at 4% or $48,608 at 6%; with 50% employer match about $48,608 at 4% or $32,405 at 6%; with 100% employer match about $36,456 at 4% or $24,304 at 6%.
2002119$0$0-
Campbell Financial Services 401(K) Plan-19---
2001119$0$0-
Campbell Financial Services 401(K) Plan-19---
2000117$0$0-
Campbell Financial Services 401(K) Plan-17---